MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.89B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
941
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.5M
3
+$8.83M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.27M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$6.57M

Top Sells

1
+$9.12M
2
+$6.88M
3
+$6.06M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.86M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.86M

Sector Composition

1 Technology 13.15%
2 Consumer Discretionary 5.02%
3 Financials 4.6%
4 Communication Services 4.19%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.38M 0.07%
36,635
+594
302
$1.37M 0.07%
15,284
+381
303
$1.36M 0.07%
+12,650
304
$1.36M 0.07%
4,886
-48
305
$1.35M 0.07%
13,133
-811
306
$1.34M 0.07%
7,585
+1,113
307
$1.34M 0.07%
27,898
308
$1.32M 0.07%
4,531
+312
309
$1.32M 0.07%
75,482
+15,456
310
$1.32M 0.07%
23,477
+663
311
$1.32M 0.07%
14,187
+3,871
312
$1.31M 0.07%
13,535
+8,042
313
$1.31M 0.07%
32,052
+9,441
314
$1.31M 0.07%
16,071
-3,493
315
$1.3M 0.07%
18,979
+213
316
$1.29M 0.07%
4,910
+12
317
$1.29M 0.07%
50,109
+1,534
318
$1.28M 0.07%
32,880
+3,220
319
$1.28M 0.07%
51,884
-300
320
$1.28M 0.07%
5,859
-9
321
$1.27M 0.07%
29,520
+5,355
322
$1.27M 0.07%
7,632
-2,100
323
$1.27M 0.07%
7,615
+82
324
$1.27M 0.07%
21,542
-2,575
325
$1.26M 0.07%
13,990
+580
11 12
13
14 15